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Rule Execution
  • Do more with M-Files

Extension Kit for M-Files | Documentation

Getting Started

  • User Interface
  • About Extension Kit Core
  • Installation
  • Groups and Modules

Essentials

  • How to Create Rules
  • Rule Execution
  • Common Features

Configurations

  • Orchestrator
    • About the Module
    • Configuration
    • Use Cases
  • Object Templates
    • About the Module
    • Configuration
    • Use Cases
  • Environments
    • Calendar
    • Mail server
  • Property Calculations
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Triggering options
      • Calculation options
    • Advanced Rule Configuration
      • Advanced rule configuration
  • Property Operations
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Trigger-related Options
      • Target-related Options
      • Property error handling behaviour and Act as user
    • Advanced Rule Configuration
      • Advanced Rule Configuration
  • Document Processing
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Triggering options and State actions
      • Action: Convert to PDF, Undo PDF conversion or Convert to searchable PDF
      • Action: Add or Remove watermark
      • Action: Add or Remove signature
      • Action: Add digital signature
      • Action: Merge or Undo merge documents
      • Action: Restore original / Sync file names with object title
      • Action: Add or Read barcode
      • Action: Add, Replace or Remove file / Add blank page / Rename file
      • Action: Split document
      • Action: Encrypt or Decrypt file
      • Action: Optical Text Extraction
    • Advanced Rule Configuration
      • Advanced Rule Configuration
  • Auto State Transition
    • About the Module
    • Configuration
    • Use Cases
  • E-mail Integration
    • Module Introduction
    • Use Cases
    • Extension Kit – O365 OAuth Setup Manual
    • Simple Rule Configuration
      • Triggering options and action types
      • Mail server and email configuration
      • Delivery notification and Properties
    • Advanced Rule Configuration
      • Advanced rule configuration
  • Extended Assignments
    • About the Module
    • Configuration
    • Use Cases
  • Extended Auto Properties
    • Configuration
    • About the Module
    • Use Cases
  • Extended Permissions
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Trigger-related Options
      • Permission Options
    • Advanced Rule Configuration
      • Advanced Rule Configuration
  • Auto Numbering Properties
    • About the Module
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  • Object Operations
    • Module Introduction
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      • Trigger-related Options
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  • SQL Integration
    • Module Introduction
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      • Triggering options and Execution mode
      • SQL settings: Query and Rollback query
      • Property setting options
      • SQL settings: Value from and Connection string
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      • Advanced rule configuration
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  • Rule Execution

Rule Execution

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Execution Modes #

Extension Kit Core rules can be executed in these modes:

  • EventHandler
  • Background
  • BackgroundTransaction

These modes determine when the rule runs, how users experience the execution, and how errors are handled.

In most modules, the execution mode can be configured in the advanced rule configuration. However, in some modules, such as Property Calculations and Validation, the execution mode is set to an appropriate version by default and cannot be changed.

EventHandler Mode #

EventHandler rules are executed during the event that triggered them, specifically in the BeforeCheckInChangesFinalize event handler.

This occurs before an object is checked in, but after state transitions and signatures have been finalized.

Workflow changes are not allowed in this event handler. If a rule is configured to modify the object’s state, the change will be executed in the background after the event handler has finished.

Rules executed in this mode take advantage of M-Files event handlers’ transactionality, meaning any changes they make to the vault are rolled back if an error occurs. However, they are subject to all event handler constraints, most notable being the 90-seconds timeout.

Background Mode #

Background rules are executed in the background, after the triggering event has finished.

In this mode, rules are not transactional. This means that these tasks run independently of any transaction and do not roll back changes if a failure occurs during execution.

BackgroundTransaction Mode #

To have transactional behavior in the background, the BackgroundTransaction execution mode should be selected in the configuration. This mode ensures that tasks run within the context of a transaction, allowing any changes made by the task to be rolled back if the transaction fails.

Execution Mode Overview by Modules #

Module Event handler Background Background Transaction Note
Orchestrator 🗸 🗸 🗸 Configurable.
Property Operations 🗸 🗸 🗸 Rules that modify trigger source object are by default executed in event handler. Rules that modify objects other than trigger source are executed in background by default. This behavior can be changed.
Property Calculations 🗸 🗸 Rules that modify trigger source object are executed in event handler. Rules that modify objects other than trigger source are executed in background.
Extended Auto Properties 🗸 × ×
Auto Numbering Properties 🗸 🗸 × Configurable.
Versioning 🗸 × ×
Extended Permissions 🗸 🗸 🗸 Configurable.
Extension Methods 🗸 × ×
Document Processing × 🗸 🗸 Configurable.
Object Operations 🗸 🗸 🗸 Configurable.
Validation 🗸 × ×
Property Builder 🗸 × ×
SQL Integration 🗸 🗸 🗸 Configurable.
HTTP Integration 🗸 🗸 🗸 Configurable.
Reporting × 🗸 🗸 Configurable.
E-mail Notifications × × 🗸
Vault to Vault 🗸 🗸 🗸 Configurable.
Data Transfer × × 🗸
Excel Reader 🗸 🗸 🗸 Configurable.
Word Reader 🗸 🗸 🗸 Configurable.
Excel Writer × 🗸 ×
Word Writer × 🗸 🗸 Configurable.
Archiving 🗸 🗸 🗸 Configurable.
Document AI 🗸 × ×
XML Processing × 🗸 🗸 Configurable.
Extended Assignments 🗸
Object Templates 🗸
Auto State Transition
Execution Mode Overview by Modules

Execution Order #

When execution mode is event handler, rules are executed by module and in order they are specified in configuration. Modules execution order is as follows:

  1. Orchestrator
  2. Property Operations
  3. Property Calculations
  4. Extended Auto Properties
  5. Auto Numbering Properties
  6. Versioning
  7. Extended Permissions
  8. Extension Methods
  9. Document Processing
  10. Object Creation
  11. Validation
  12. Property Builder
  13. SQL Integration
  14. HTTP Integration
  15. Reporting
  16. E-mail Notifications
  17. Vault to Vault
  18. Data Transfer
  19. Excel Reader
  20. Word Reader
  21. Excel Writer
  22. Word Writer
  23. Archiving
  24. Document AI
  25. XML Processing
  26. Extended Assignments
  27. Object Templates
  28. Auto State Transition

Updated on March 12, 2026
On This Page
  • Execution Modes
    • EventHandler Mode
    • Background Mode
    • BackgroundTransaction Mode
  • Execution Mode Overview by Modules
  • Execution Order
Extension Kit for M-Files | Unitfly
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